More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.
October 2
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To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.
October 2
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Free trading doesn’t help investors, it only encourages bad behavior.
October 2
Adviser Investments -
Daniel Wiener is chairman of Adviser Investments in Newton, Massachusetts. Follow him on Twitter at @DPWienerAdviser.
October 2
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At more than twice the price of the average fund, many with the even biggest gains still underperformed the broader market over the last decade.
October 2
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As custodial pricing continues to fall, it’s still unclear where firms will make up the the money — but analysts and advisors agree other custodians will follow suit.
October 2
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Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.
October 2
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Financial market data — unlike photos or road traffic information or chess games — is finite, and the algorithms can learn only from past performance.
October 2
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